Associate Director, Institutional Equity Sales, Sales

Key Areas of Responsibilities

Responsible for deepening existing client relationship, as well as developing new clients and bring incremental revenue to the platform

Follow up new account opening process, address client requests and inquiries, manage daily operational tasks, and ensure timely execution of all activities.

Attend morning meetings and conduct daily advisory coverage for institutional clients including roadshows, tours and webinars

Have a comprehensive understanding of various cross assets products offered by the company and be able to provide tailored solutions based on the specific needs of clients.

Engage in internal and external business development activities, identify innovative and trending financial products, and raise requests to the product team.

Demonstrate strong integrity, a sense of compliance, and a willingness to learn and grow

Contribute to increasing the company’s brand and product awareness among various clients, as well as expanding market share and penetration

Manage ad-hoc projects as needed.

Requirements

Bachelor's degree above in Finance or related discipline

5-10 years of Institutional Equity sales/Prime brokerage sales experience

Strong client development skills. Candidates with existing client resources, especially international LO & HF, are preferred.

Idea & content driven sales are preferred.

Experienced in global account management are preferred

Excellent attention to detail and exceptional communication skills.

Ability to multitask and adapt to various requests and deadlines.

Proficient in both spoken and written English and Mandarin.

University degree holder preferably in Business Administration, Banking, Finance, Accounting, Engineering or a related field.

SFC licensed with Type 1, knowledgeable about local regulatory and compliance requirements.

Stay informed on CITIC CLSA Job Opportunities

Not the right fit? You can create a job alert to receive our latest job openings that meet your interest.